Lynch Investment Planning LLC Invests $14.32 Million in Pimco Total Return ETF $BOND

Lynch Investment Planning LLC bought a new stake in Pimco Total Return ETF (NYSEARCA:BOND) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 153,154 shares of the exchange traded fund’s stock, valued at approximately $14,317,000. Pimco Total Return ETF comprises 13.7% of Lynch Investment Planning LLC’s investment portfolio, making the stock its biggest position. Lynch Investment Planning LLC owned about 0.20% of Pimco Total Return ETF as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Koss Olinger Consulting LLC grew its holdings in shares of Pimco Total Return ETF by 100.5% during the 4th quarter. Koss Olinger Consulting LLC now owns 1,315,663 shares of the exchange traded fund’s stock valued at $122,462,000 after purchasing an additional 659,320 shares during the last quarter. LPL Financial LLC lifted its stake in Pimco Total Return ETF by 25.5% in the 4th quarter. LPL Financial LLC now owns 2,895,952 shares of the exchange traded fund’s stock valued at $269,555,000 after purchasing an additional 587,532 shares during the last quarter. AE Wealth Management LLC lifted its stake in Pimco Total Return ETF by 47.6% in the 4th quarter. AE Wealth Management LLC now owns 1,482,067 shares of the exchange traded fund’s stock valued at $137,951,000 after purchasing an additional 477,930 shares during the last quarter. Evolve Private Wealth LLC acquired a new stake in Pimco Total Return ETF in the fourth quarter valued at approximately $43,614,000. Finally, Morgan Stanley grew its stake in shares of Pimco Total Return ETF by 14.2% during the fourth quarter. Morgan Stanley now owns 3,380,670 shares of the exchange traded fund’s stock worth $314,673,000 after buying an additional 419,755 shares during the last quarter.

Pimco Total Return ETF Stock Performance

Shares of NYSEARCA:BOND opened at $92.05 on Friday. Pimco Total Return ETF has a 52-week low of $90.52 and a 52-week high of $94.68. The company has a fifty day moving average of $92.03 and a 200-day moving average of $92.82. The company has a market capitalization of $7.85 billion, a PE ratio of 1.60 and a beta of 0.27.

Pimco Total Return ETF Profile

The PIMCO Active Bond Exchange-Traded Fund (BOND) is an exchange-traded fund that is based on the Barclays U.S. Aggregate index. The fund is an actively managed portfolio that aims to maintain a consistent level of dividend income by investing in a broad array of fixed income sectors and utilizing income efficient implementation strategies. BOND was launched on Mar 1, 2012 and is managed by PIMCO.